MTUM: Ishares Tr insider trading, 5% holders and institutional ownership

From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.

Insider trading

0 open-market buys totaling - and 0 sales totaling - in the last 180 days.

Institutional ownership (Q2 2026)

1,213 institutions reported holding $24.17B of Ishares Tr on Form 13F (1,063 the quarter before). 209 opened a new position and 66 sold out. Shares held by institutions: -1%.

Largest holdersSharesValue
MERCER GLOBAL ADVISORS INC /ADV8,117,410$2.78B
ENVESTNET ASSET MANAGEMENT INC7,899,452$2.71B
FMR LLC5,705,939$1.96B
RAYMOND JAMES FINANCIAL INC3,375,616$1.16B
LPL Financial LLC3,371,900$1.16B
MORGAN STANLEY2,708,782$928.65M
Blue Trust, Inc.1,409,680$483.28M
AMERIPRISE FINANCIAL INC1,333,850$457.93M
BANK OF AMERICA CORP /DE/1,319,411$452.33M
STATE OF MICHIGAN RETIREMENT SYSTEM1,301,990$446.36M

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